Position in AMP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,988,724
+$115,134 QoQ
Shares Held
4,335
+2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#480
of 1,372 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $72,919,884 across 106 Asset Management names. AMP ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
214,818 | $25,277,634 | |
| 2 | ARCC |
Ares Capital Corp
|
402,294 | $7,454,507 | |
| 3 | BLK |
BlackRock, Inc.
|
5,461 | $5,251,079 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
147,094 | $4,437,825 | |
| 5 | RMT |
Royce Micro-Cap Trust, Inc.
|
195,743 | $2,865,677 | |
| 6 | STT |
State Street Corp
|
16,536 | $2,804,505 | |
| 7 | CSQ |
Calamos Strategic Total Return Fund
|
133,571 | $2,746,219 | |
| 8 | KKR |
KKR & Co. Inc.
|
21,923 | $2,012,092 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,988,724 | 4,335 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,873,590 | 4,216 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,056,485 | 4,194 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,809,273 | 3,683 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,102,896 | 3,940 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,842,038 | 3,805 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,151,646 | 2,163 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,757,089 | 3,740 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,594,273 | 3,732 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,053,132 | 2,402 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $918,049 | 2,417 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $801,781 | 2,432 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $459,045 | 1,382 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $457,604 | 1,493 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $441,211 | 1,417 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $348,194 | 1,382 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $319,204 | 1,343 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $403,383 | 1,343 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $286,570 | 1,085 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $239,173 | 961 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $217,340 | 935 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $174,897 | 900 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $138,699 | 900 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $135,036 | 900 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $92,232 | 900 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||